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Changing Sync Direction: It is recommended that the sync direction for Accounts, Contacts and Leads is not changed after it has been set. This can, in some cases, result in duplicates being created in either system. Changing Sync Hubspot Contacts to Sugar: It is recommended this selection is not changed after it has been set. This can, in some cases, result in duplicates being created in either system. |
At the bottom of the Integrations screen you’ll find the Connection Status buttons. These allow you to check the status of the connection with SugarCRM and Hubspot.
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SugarCRM Button - Clicking this will verify that the Hubspot bridge is able to connect and authenticate with the target SugarCRM instance using the CRM details entered.
Hubspot Button - Clicking this will verify that the Hubspot bridge is able to connect and authenticate with the target Hubspot instance using the Hubspot API key.
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If you see errors with the sync its a good idea to test the connection settings in case the Hubspot API key or Sugar login credentials have changed. |
Save the Configuration
Once you are done configuring the settings in the Integrations area remember to click SAVE to apply the changes.
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IMPORTANT: Saving the integration settings with the connections and synchronization settings enables will start the sync between the two systems immediately.
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The above assumes you have chosen to sync Contacts Bi-Directionally. |
Field Mapping
The Faye Integration Bridge comes with a number of Predefined field mappings covering the standard fields needed to synchronize the two systems. However you can also configure your own Custom mappings between Sugar and Hubspot objects keeping in sync anything from contacts favorite football teams to Company tier ratings. Custom mappings allow you to build meaningful segments for laser focused marketing and sales efforts.
Predefined Field Mapping
The predefined field mappings cannot be modified, however you can view these to understand better which fields map as standard between Sugar and Hubspot.
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Module: The Sugar module name where the field is held
SugarCRM Name: The name of the Sugar field considered in the mapping
Hubspot Name: The name of the Hubspot property considered in the mapping
Field Type: The type of field/property
Sync To SugarCRM: Allows changes in Hubspot to update this field in Sugar
Sync To Hubspot: Allows changes in Sugar to update this field in Hubspot
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The “sync to” options respect the configuration in the Integrations section of the Hubspot Bridge, i.e. if you choose to sync Contacts one way from Sugar to Hubspot then any change to a Company “name” in Hubspot will not update the corresponding Account record in Sugar even though that field potentially syncs both ways in the field mapping. |
FAQs
Q. When does the sync start running?
A. There are a few prerequisites that need to be in place before the integration can begin syncing records (below), assuming these are all in place and then the sync will begin as soon as you save the Integration settings in the Hubspot Bridge with at least Sync Setting enabled.
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